Use these fields and options to select the field that you want to change when a workflow action is triggered and the value in that field.
| Field | Description |
|---|
| Column
|
Select the column (field) whose value you would like to change when a workflow is triggered. The columns in this list change according to the selected hub.
|
| New Value
|
The data type of the field selected in the
Column field determines the information that displays here.
For example, if you selected Opportunity.ClientID in the
Column field, this field displays the Client lookup, on which you can select clients.
If you selected EM.HireDate in the
Column field, this field displays
Current Date as the default, indicating that you want
DPS to change the date in the field to today's date (the date when the action takes place). Alternatively, you can click
 and select the date.
|
| New Value SQL Expression
|
Click
 in this field to display the SQL Expression Builder and create the expressions.
|
| Apply change to lower WBS Levels
|
This option is only available for projects hub workflows, and enabled only for columns in the PR and ProjectCustomTabFields tables.
When this option is selected, all lower WBS records will receive the same value for the column being updated. Therefore for tasks, this has no effect. For phases, all tasks for the phases get this value. For projects, all phases and tasks get this value.
|
| Empty Field
|
To indicate that the new value in the column be changed to Null (or to zero if it is a numeric column), select this option rather than entering a value in the
New Value field.
|
